See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,128 | $84,695-8.9% | $73,843+4.4% | $125,391-38.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.62% | 3123.53%-3124.1pp | 2267.84%-2268.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $4,122 | $3,123+32.0% | $2,787+47.9% | $4,866-15.3% |
| Participant deferral / active EE | $2,413 | $3,992-39.6% | $3,583-32.6% | $5,352-54.9% |
| Admin fee / account holder | $5,267 | $5,691-7.4% | $4,880+7.9% | $9,540-44.8% |